Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC.PNC · Entity 2924 | Executive Vice President | February 16, 2018 | February 21, 2018 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
PNC FINANCIAL SERVICES GROUP, INC.
Report date February 16, 2018 · Filed February 21, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| $5 Par Common StockSEC Table I · non-derivative | Direct | 17,716 |
Ending reported balance
After 2018-02-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-02-16 · Grant · Acquired 1,015 · Balance 18,183 F1: On February 16, 2018, 1,015 shares of PNC Common Stock vested following the approval of the Personnel and Compensation Committee of the PNC Board of Directors on January 29, 2018 of a payout of 125% based on performance against established criteria of previously granted performance based restricted share units to the reporting person. The grant was made on February 16, 2017 and was expressed as a "target" number of share units, with payout contingent on PNC having achieved related performance criteria. The share units pay out, if at all, in shares of PNC Common Stock, with any accrued dividend equivalents being paid out in cash. Subject to the Committee's discretion, the target number of share units may be reduced (down to 75% of target) or increased (up to 125% of target), based on PNC total shareholder return for the prior fiscal year. Row 2 · 2018-02-16 · Tax withholding · Disposed 467 · Balance 17,716 F2: Represents shares withheld to cover the reporting person's tax liability in connection with the performance based restricted share units awarded on February 16, 2018 and granted on February 16, 2017. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 16, 2018, 1,015 shares of PNC Common Stock vested following the approval of the Personnel and Compensation Committee of the PNC Board of Directors on January 29, 2018 of a payout of 125% based on performance against established criteria of previously granted performance based restricted share units to the reporting person. The grant was made on February 16, 2017 and was expressed as a "target" number of share units, with payout contingent on PNC having achieved related performance criteria. The share units pay out, if at all, in shares of PNC Common Stock, with any accrued dividend equivalents being paid out in cash. Subject to the Committee's discretion, the target number of share units may be reduced (down to 75% of target) or increased (up to 125% of target), based on PNC total shareholder return for the prior fiscal year.
F2: Represents shares withheld to cover the reporting person's tax liability in connection with the performance based restricted share units awarded on February 16, 2018 and granted on February 16, 2017.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 16, 2018 Filed Feb 21, 2018 20:40 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 467 | $159.08 | $74,290.36 |
DisclosureSEC source: 0001209191-18-011859 · doc4.xml · nonDerivative · entry 2 Esposito Orlando C. · CIK 0001573704 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,716 F2 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the performance based restricted share units awarded on February 16, 2018 and granted on February 16, 2017. Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 20:40 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 1,015 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-011859 · doc4.xml · nonDerivative · entry 1 Esposito Orlando C. · CIK 0001573704 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,183 F1 · kind: On February 16, 2018, 1,015 shares of PNC Common Stock vested following the approval of the Personnel and Compensation Committee of the PNC Board of Directors on January 29, 2018 of a payout of 125% based on performance against established criteria of previously granted performance based restricted share units to the reporting person. The grant was made on February 16, 2017 and was expressed as a "target" number of share units, with payout contingent on PNC having achieved related performance criteria. The share units pay out, if at all, in shares of PNC Common Stock, with any accrued dividend equivalents being paid out in cash. Subject to the Committee's discretion, the target number of share units may be reduced (down to 75% of target) or increased (up to 125% of target), based on PNC total shareholder return for the prior fiscal year. Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 18:49 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 1,069 | $158.27 | $169,190.63 |
DisclosureSEC source: 0001209191-18-010752 · doc4.xml · nonDerivative · entry 2 Esposito Orlando C. · CIK 0001573704 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,168 F2 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the incentive performance unit opportunity awarded on February 14, 2018 and granted on February 13, 2015. Read SEC document |
| February 14, 2018 Filed Feb 16, 2018 18:49 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 3,355 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010752 · doc4.xml · nonDerivative · entry 1 Esposito Orlando C. · CIK 0001573704 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,237 F1 · kind: On February 14, 2018, 3,355 shares of PNC common stock vested after the Personnel and Compensation Committee of the PNC Board of Directors approved a payout of 107.18% based on performance against established criteria of previously granted incentive performance units to the reporting person. The grant was made on February 13, 2015 and expressed as a "target" number of share units, with payout contingent on PNC having achieved related performance criteria. Subject to the Committee's discretion, the reporting person is eligible to receive shares pf PNC common stock (if PNC meets specific performance criteria up to the target level) and/or cash (if performance criteria exceeds the target level). Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 20:12 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 325 | $153.29 | $49,819.25 |
DisclosureSEC source: 0001209191-18-010305 · doc4.xml · nonDerivative · entry 4 Esposito Orlando C. · CIK 0001573704 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,882 F4 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the performance based restricted share units awarded on February 13, 2018 and granted on February 13, 2015. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 20:12 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 1,048 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010305 · doc4.xml · nonDerivative · entry 3 Esposito Orlando C. · CIK 0001573704 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,207 F3 · kind: On February 13, 2018, 1,048 shares of PNC Common Stock vested following the approval of the Personnel and Compensation Committee of the PNC Board of Directors on January 29, 2018 of a payout of 125% based on performance against established criteria of previously granted performance based restricted share units to the reporting person. The grant was made on February 13, 2015 and was expressed as a "target" number of share units, with payout contingent on PNC having achieved related performance criteria. The share units pay out, if at all, in shares of PNC Common Stock, with any accrued dividend equivalents being paid out in cash. Subject to the Committee's discretion, the target number of share units may be reduced (down to 75% of target) or increased (up to 125% of target), based on PNC total shareholder return for the prior fiscal year. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 20:12 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 287 | $152.27 | $43,701.49 |
DisclosureSEC source: 0001209191-18-010305 · doc4.xml · nonDerivative · entry 2 Esposito Orlando C. · CIK 0001573704 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,159 F2 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the performance based restricted share units awarded on February 13, 2018 and granted on February 13, 2014. Read SEC document |
| February 13, 2018 Filed Feb 15, 2018 20:12 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 925 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-010305 · doc4.xml · nonDerivative · entry 1 Esposito Orlando C. · CIK 0001573704 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,446 F1 · kind: On February 13, 2018, 925 shares of PNC Common Stock vested following the approval of the Personnel and Compensation Committee of the PNC Board of Directors on January 29, 2018 of a payout of 125% based on performance against established criteria of previously granted performance based restricted share units to the reporting person. The grant was made on February 13, 2014 and was expressed as a "target" number of share units, with payout contingent on PNC having achieved related performance criteria. The share units pay out, if at all, in shares of PNC Common Stock, with any accrued dividend equivalents being paid out in cash. Subject to the Committee's discretion, the target number of share units may be reduced (down to 75% of target) or increased (up to 125% of target), based on PNC total shareholder return for the prior fiscal year. Read SEC document |
| February 11, 2018 Filed Feb 13, 2018 23:31 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 429 | $151.71 | $65,083.59 |
DisclosureSEC source: 0001209191-18-009733 · doc4.xml · nonDerivative · entry 2 Esposito Orlando C. · CIK 0001573704 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,521 F2 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the performance based restricted share units awarded on February 11, 2018 and granted on February 11, 2016. Read SEC document |
| February 11, 2018 Filed Feb 13, 2018 23:31 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 1,318 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-009733 · doc4.xml · nonDerivative · entry 1 Esposito Orlando C. · CIK 0001573704 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,950 F1 · kind: On February 11, 2018, 1,318 shares of PNC Common Stock vested following the approval of the Personnel and Compensation Committee of the PNC Board of Directors on January 29, 2018 of a payout of 125% based on performance against established criteria of previously granted performance based restricted share units to the reporting person. The grant was made on February 11, 2016 and was expressed as a "target" number of share units, with payout contingent on PNC having achieved related performance criteria. The share units pay out, if at all, in shares of PNC Common Stock, with any accrued dividend equivalents being paid out in cash. Subject to the Committee's discretion, the target number of share units may be reduced (down to 75% of target) or increased (up to 125% of target), based on PNC total shareholder return for the prior fiscal year. Read SEC document |
| November 06, 2017 Filed Nov 8, 2017 21:12 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Sale$5 Par Common Stock | 4,505 | $138.85 | $625,527.36 |
DisclosureSEC source: 0001209191-17-059737 · doc4.xml · nonDerivative · entry 1 Esposito Orlando C. · CIK 0001573704 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,632 F1 · price: Represents the weighted average price of shares sold in multiple transactions with prices ranging from $138.85 to $138.86. The reporting person undertakes to provide upon request by the staff of the Securities and Exchange Commission, full information regarding the number of shares sold at each separate price. F2 · balance_after: Includes an aggregate of 20 shares acquired by the reporting person through dividend reinvestment under the Issuer's Dividend Reinvestment and Stock Purchase Plan subsequent to the date of the reporting person's most recent filing on Form 4. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 20:52 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 400 | $128.40 | $51,360.00 |
DisclosureSEC source: 0001209191-17-019822 · doc4.xml · nonDerivative · entry 2 Esposito Orlando C. · CIK 0001573704 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,117 F2 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the performance based restricted share units awarded on March 8, 2017 and granted in the first quarter of 2013. Read SEC document |
| March 08, 2017 Filed Mar 10, 2017 20:52 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 822 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-019822 · doc4.xml · nonDerivative · entry 1 Esposito Orlando C. · CIK 0001573704 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,517 F1 · kind: On March 8, 2017, 822 shares of PNC Common stock vested based on performance against established criteria of previously granted performance based restricted share units to the reporting person. The grant was made in the first quarter of 2013 and expressed as a number of share units, with payout contingent on achievement of related risk performance criteria. The share units pay out, if at all, in shares of PNC Common Stock, with any accrued dividend equivalents being paid out in cash. Prior to vesting, the number of share units and related dividend equivalents are subject to reduction based on risk performance criteria. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 20:53 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 1,000 | $126.65 | $126,650.00 |
DisclosureSEC source: 0001209191-17-012040 · doc4.xml · nonDerivative · entry 2 Esposito Orlando C. · CIK 0001573704 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,695 F2 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the incentive performance unit opportunity awarded on February 15, 2017 and granted on February 13, 2014. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 20:53 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 2,943 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-012040 · doc4.xml · nonDerivative · entry 1 Esposito Orlando C. · CIK 0001573704 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,695 F1 · kind: On February 15, 2017, 2,943 shares of PNC common stock vested after the Personnel and Compensation Committee approved a payout of 99.54% based on performance against established criteria of previously granted incentive performance units to the reporting person. The grant was made on February 13, 2014 and expressed as a "target" number of share units, with payout contingent on PNC having achieved related performance criteria. Subject to the Committee's discretion, the reporting person is eligible to receive shares of PNC common stock (if PNC meets specified performance criteria up to the target level) and/or cash (if performance criteria exceeds the target level). Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 22:42 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 314 | $124.49 | $39,089.86 |
DisclosureSEC source: 0001209191-17-010590 · doc4.xml · nonDerivative · entry 6 Esposito Orlando C. · CIK 0001573704 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,752 F6 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the performance based restricted share units awarded on February 13, 2017 and granted on February 13, 2014. Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 22:42 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 923 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-010590 · doc4.xml · nonDerivative · entry 5 Esposito Orlando C. · CIK 0001573704 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,066 F5 · kind: On February 13, 2017, 923 shares of PNC Common Stock vested following the approval of the Personnel and Compensation Committee of the PNC Board of Directors on January 26, 2017 of a payout of 125% based on performance against established criteria of previously granted performance based restricted share units to the reporting person. The grant was made on February 13, 2014 and was expressed as a "target" number of share units, with payout contingent on PNC having achieved related performance criteria. The share units pay out, if at all, in shares of PNC Common Stock, with any accrued dividend equivalents being paid out in cash. Subject to the Committee's discretion, the target number of share units may be reduced (down to 75% of target) or increased (up to 125% of target), based on PNC total shareholder return for the prior fiscal year. Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 22:42 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 356 | $124.42 | $44,293.52 |
DisclosureSEC source: 0001209191-17-010590 · doc4.xml · nonDerivative · entry 4 Esposito Orlando C. · CIK 0001573704 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,143 F4 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the performance based restricted share units awarded on February 13, 2017 and granted on February 13, 2015. Read SEC document |
| February 13, 2017 Filed Feb 14, 2017 22:42 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 1,048 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-010590 · doc4.xml · nonDerivative · entry 3 Esposito Orlando C. · CIK 0001573704 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,499 F3 · kind: On February 13, 2017, 1,048 shares of PNC Common Stock vested following the approval of the Personnel and Compensation Committee of the PNC Board of Directors on January 26, 2017 of a payout of 125% based on performance against established criteria of previously granted performance based restricted share units to the reporting person. The grant was made on February 13, 2015 and was expressed as a "target" number of share units, with payout contingent on PNC having achieved related performance criteria. The share units pay out, if at all, in shares of PNC Common Stock, with any accrued dividend equivalents being paid out in cash. Subject to the Committee's discretion, the target number of share units may be reduced (down to 75% of target) or increased (up to 125% of target), based on PNC total shareholder return for the prior fiscal year. Read SEC document |
| February 11, 2017 Filed Feb 14, 2017 22:42 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Tax withholding$5 Par Common Stock | 479 | $123.10 | $58,964.90 |
DisclosureSEC source: 0001209191-17-010590 · doc4.xml · nonDerivative · entry 2 Esposito Orlando C. · CIK 0001573704 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,451 F2 · kind: Represents shares withheld to cover the reporting person's tax liability in connection with the performance based restricted share units awarded on February 11, 2017 and granted on February 11, 2016. Read SEC document |
| February 11, 2017 Filed Feb 14, 2017 22:42 UTC | PNC FINANCIAL SERVICES GROUP, INC. PNC · Entity 2924 | Grant$5 Par Common Stock | 1,318 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-010590 · doc4.xml · nonDerivative · entry 1 Esposito Orlando C. · CIK 0001573704 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,930 F1 · kind: On February 11, 2017, 1,318 shares of PNC Common Stock vested following the approval of the Personnel and Compensation Committee of the PNC Board of Directors on January 26, 2017 of a payout of 125% based on performance against established criteria of previously granted performance based restricted share units to the reporting person. The grant was made on February 11, 2016 and was expressed as a "target" number of share units, with payout contingent on PNC having achieved related performance criteria. The share units pay out, if at all, in shares of PNC Common Stock, with any accrued dividend equivalents being paid out in cash. Subject to the Committee's discretion, the target number of share units may be reduced (down to 75% of target) or increased (up to 125% of target), based on PNC total shareholder return for the prior fiscal year. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.